David Abrams’ Top 10 Holdings (Q3 2020)

Johnny HopkinsDavid AbramsLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at superinvestor David Abrams (9-30-2020). The current market value of his portfolio is $3,163,817,000, with a top 10 holdings concentration of 80.5%.

Top 10 Holdings

Stock Shares Market Value
LAD / Lithia Motors, Inc. 2,226,068 $507,410,000
FB / Facebook, Inc. 1,205,043 $315,601,000
TDG / Transdigm Group, Inc. 539,305 $256,235,000
PCG / PG&E Corp. 25,000,000 $234,750,000
WLTW / Willis Towers Watson Public Limited Company 1,094,001 $228,449,000
TEVA / Teva Pharmaceutical Industries Ltd. 24,046,356 $216,658,000
GOOGL / Alphabet Inc. 146,440 $214,622,000
ABG / Asbury Automotive Group, Inc. 2,118,216 $206,420,000
UHAL / AMERCO 561,258 $199,797,000
BEN / Franklin Resources, Inc. 8,203,848 $166,948,000

Top Buys

Stock %
ET / Energy Transfer Equity LP 0.68

Top Sells

Stock %
BMY/R / Bristol Myers Squibb Rights 1.63
BEN / Franklin Resources, Inc. 1.31
CWH / Camping World Holdings, Inc. 0.56
SCU / Sculptor Capital Management 0.27
PACDQ / Pacific Drilling SA 0.01

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